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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,761 | $109,359-88.3% | $162,177-92.1% | $72,975-82.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.63% | 25.46%-0.8pp | 115.60%-91.0pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,526 | $3,907-35.3% | $5,613-55.0% | $2,440+3.5% |
| Participant deferral / active EE | $2,203 | $5,481-59.8% | $7,297-69.8% | $3,608-38.9% |
| Admin fee / account holder | $6 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |